Case study · Salesforce pre-sales · Experience Cloud

Marriott Self-Service Vision

Pre-sales prototypes and future-state storytelling that helped Salesforce win a competitive Marriott engagement.

Marriott Bonvoy help portal with search, featured articles and trending categories
Help category tiles
RolePre-sales Experience Architect
PartnerAndre, Business Strategy Director
Scope7 website prototypes + 1 mobile screen · 2 days
Outcome$500K+ project booking · Portal later delivered live
01

The stakes

Marriott was choosing a partner for its self-service support experience, and Salesforce was one of several in the running.

Strategy alone wasn’t going to win it. Stakeholders needed to see a future state they could understand, critique and buy into before any implementation began.

2 daysto turn strategy into a vision
7full website prototypes
1mobile screen for the on-the-go vision
02

The call I made

Make the future tangible before the contract is signed.

Working closely with our Business Strategy Director, I turned the pursuit strategy into a designed future-state portal, so Marriott’s stakeholders could react to a real experience instead of a slide.

03

What I designed

Seven full website prototypes and a mobile screen in two days, for a help experience built to answer guests’ questions before they become calls.

Idea 1 · Search first

Start with one question

The help home leads with “How can we help?” and a search bar, then surfaces featured articles, trending categories and seven clear help categories.

Help home: search hero, featured articles, trending categories and help category tiles
Idea 2 · Guided contact

Answers before agents

Instead of a blank contact form, Contact Us asks two quick questions, then offers the most relevant articles and self-service actions before chat or a call.

1 · What do you need?Seven categories, one tap.
Contact Us asks what the guest needs help with, showing seven category buttons
2 · Which topic?The choice narrows instantly.
Billing and Payments selected, offering Folios and Charges or Payment Methods
3 · Answers firstArticles and self-service, then chat or call.
Three suggested articles, then more options: view my account, chat with Marriott, call Marriott
Idea 3 · Clear structure

Organized the way guests think

Categories break into plain-language topics, and every article keeps related questions and topics one click away.

Billing and Payments category page listing questions, with related topics
Article page answering how to access a hotel bill, with related list and topics
Idea 4 · Mobile vision

Help that travels with the guest

The same search-first help home, rebuilt for a phone: one search bar, featured and trending articles ranked by real demand, thumb-sized topic tiles, and chat always one tap away.

Mobile help home: search, featured and trending articles, topic tiles and a chat button
04

Where it landed

View the live portal ↗

Salesforce won the work. The delivery team and other designers then built and launched the portal; my contribution was winning it through design-led storytelling.

05

Outcomes

$500K+Project booking the pre-sales work directly contributed to
WonA competitive engagement, closed with design-led storytelling
LivePortal later built and launched by the delivery team
“By translating the opportunity into a clear story and prototype direction, she helped the team build confidence with stakeholders and move the pursuit toward a successful close.”
Andre [Last name] · Business Strategy Director
Next case study Microsoft Return-to-Workplace → Shipped a mobile pass-and-booking flow worldwide during COVID-19
Return-to-Workplace journey: facility, arrival time, day pass